Shelton Capital Management | Real Investment Insights
Shelton Capital Management (Shelton) is a boutique investment firm that helps investors pursue their financial goals through tailored investment solutions and human-centric customer service.
Founded in 1985, the company provides mutual funds, ETFs, ETF-Based Portfolios, and separately managed accounts to the clients of wealth managers, retirement plans, and individual investors.
As of January 31st, 2026, the firm manages more than $7 billion in assets across fixed income portfolios, U.S. equity and international equity strategies, ESG solutions, and equity income products leveraging our expertise in options. Over the decades, we’ve collected awards from established sources such as Morningstar, Lipper, Forbes Advisor, and Pension & Investments.
The company continues to add key employee talent and expand their institutional expertise.
Shelton is headquartered in Denver, Colorado with additional offices in San Francisco.
For more information, visit www.sheltoncap.com
Shelton Capital Management | Real Investment Insights
Sept. Monthly Review & Outlook: Defying Headwinds, the US Economy Continues to Flex Its Resilience
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Key Takeaways
» Jobs market is stronger than expected: hirings beat forecasts as more people work or look for work and unemployment held steady at 4.1% while underemployment fell. All signs of a tightening labor market. » Business confidence climbed: global sentiment grew to a two-year high with the U.S. services sector showing persistent strength.
» Headline GDP (+1.5% in the second quarter) continues to understate the underlying economic momentum. Real Final Sales to Private Domestic Purchasers, the cleaner read on core private demand, accelerated to +3.9%, up from +1.7% in the first quarter, according to initial estimates.
» Late-July's Iran-driven volatility (the VIX Index rose +25% and oil jumped to $92/bbl) followed the same pattern we have seen repeatedly: a buying opportunity rather than a trend change, and markets have since staged a V-shaped recovery.
» Income is a soft spot as real (inflation-adjusted) income has steadily declined for five straight months and disproportionately strains lower income households even as the employment numbers look strong. » Bottom Line: economic momentum can lead to strong corporate earnings and higher equity markets.
To read the accompanying article, visit: https://www.sheltoncap.com/wp-content/uploads/2026/09/SAAS_Monthly_2026_09.pdf